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Golub Capital BDC
GBDC

Overview Fund Activity

330 hedge funds and large institutions have $1.69B invested in Golub Capital BDC in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 147 increasing their positions, 80 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+10
Holders Change %
+3.13%
% of All Funds
4.48%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.18%
New
50
Increased
147
Reduced
80
Closed
33
Calls
$1.73M
Puts
$794K
Net Calls
+$936K
Net Calls Change
+$1.75M

Top Buyers

1
GAM
Generali Asset Management
Italy
+$27.3M
2
NFC
Northeast Financial Consultants
Connecticut
+$23.5M
3
Bank of America
Bank of America
North Carolina
+$18.3M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$17.9M
5
UBS Group
UBS Group
Switzerland
+$12.5M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
-$107M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
-$13.8M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$9.97M
4
AI
Atria Investments
North Carolina
-$8.45M
5
Goldman Sachs
Goldman Sachs
New York
-$7.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Investments
51
Two Sigma Investments
New York
$6.36M -$4.62M -305,364 -42%
OWM
52
OneAscent Wealth Management
Alabama
$6.03M -$354K -23,374 -6%
Raymond James Financial
53
Raymond James Financial
Florida
$5.77M +$1.3M +86,161 +29%
HCM
54
Hilton Capital Management
New York
$5.65M +$70.8K +4,678 +1%
TP
55
Tranquility Partners
Tennessee
$5.33M +$143K +9,470 +3%
CIM
56
Confluence Investment Management
Missouri
$5.3M +$35.5K +2,345 +0.7%
MHS
57
M Holdings Securities
Oregon
$5.28M +$168K +11,087 +3%
Citigroup
58
Citigroup
New York
$5.26M +$25.2K +1,662 +0.5%
NCM
59
Next Capital Management
New York
$5.19M -$3.65M -240,923 -41%
CastleKeep Investment Advisors
60
CastleKeep Investment Advisors
Connecticut
$5.18M +$3.95M +260,982 +320%
CCM
61
Condor Capital Management
New Jersey
$5.18M +$521K +34,427 +11%
Pathstone Holdings
62
Pathstone Holdings
New Jersey
$5.09M +$370K +24,410 +8%
HWAM
63
Hennion & Walsh Asset Management
New Jersey
$4.99M +$1.27M +84,129 +34%
ACM
64
Advisors Capital Management
New Jersey
$4.94M -$84.9K -5,609 -2%
SIA
65
Schechter Investment Advisors
Michigan
$4.93M +$1.51M +100,000 +44%
PC
66
Prairiewood Capital
North Dakota
$4.86M +$160K +10,565 +3%
First Trust Advisors
67
First Trust Advisors
Illinois
$4.83M -$591K -39,029 -11%
DADC
68
D.A. Davidson & Co
Montana
$4.59M +$622K +41,087 +16%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$4.58M -$1.06M -69,978 -19%
Brown Advisory
70
Brown Advisory
Maryland
$4.52M -$192K -12,704 -4%
MFG
71
Merit Financial Group
Georgia
$4.48M – – –
P
72
&Partners
Tennessee
$4.38M +$343K +22,470 +9%
AIM
73
Anchor Investment Management
South Carolina
$4.23M +$80.4K +5,308 +2%
TC
74
Truvestments Capital
Florida
$4.15M +$1.56M +102,952 +60%
Lido Advisors
75
Lido Advisors
California
$4.09M +$845K +55,814 +26%
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